Andrew (“Andy”) D.W. Hill and Jennifer R. Figurelli created the firm in January 2010, after working together for 10 years in the corporate trust banking industry with the purpose of providing clients with a fiduciary level of investment management and personal financial concierge services focused on keeping our clients organized and prepared. The firm’s growth is largely a result of providing the mass affluent client with solid investment returns coupled with personalized planning services focused on keeping our clients organized and prepared for their financial future.
Every client has a customized and actively managed investment portfolio that integrates environmental, social, and governance research integrated into the firm’s detailed fundamental and technical analysis.
Fidelity Institutional Wealth Services serves as the primary custodian of client accounts incorporating the industry’s leading technology.
Typical clients include professionals, retirees, senior citizens, trust beneficiaries, pension plans and captive insurance companies.